Sending Emails

Once you have built your email and saved it the “send options” button will become available. Click on this to test and send your email campaign. Depending on the type of campaign you began with you will see different options.

Sending Your Email – Step 1

Review Your Emails

Here you can preview, test or go back to editing your email.

The preview not only gives you the web browser preview but you can also see an approximate view of what it will look like on several different mobile phones or tablets.

Testing will allow you to send a test email to up to five recipients. For more information on adding test users and sending test emails please see the accompanying help document here.

Select the Campaign Type

Select from advocacy, fundraising or newsletter. Capturing the campaign type used on each send will provide us the data needed to run aggregate reports over time.

Select Supporters

You have three ways to select which supporters will receive your emails.

Field

Description

Opt-in Lists

A list of all existing opt-in questions will appear here. Select one to send your email to anyone with a Y value stored for that opt-in.

Saved Queries

A list of all stored queries in your account. You can also preview, edit and delete your saved queries from here. Select one to send your email to.

Advanced Search

Use the query builder to build a list of supporters. You can also save your query here. For more information on using the query builder view the help documentation here.

Sending Your Email – Step 2

Scheduling Emails

Once you have selected your supporters it’s time to schedule your email to be sent. You can choose to send it immediately or schedule delivery for a later date/time. Note that the selection query you make is applied at the time of sending, so keep that in mind when scheduling for a later date. Also ensure you choose the correct Timezone from the dropdown.

NOTE: Emails can only be scheduled for no less than 30 minutes from the time you create it. An email created at 3:45 PM cannot be scheduled before 4:15 PM.

Split tests

For “Split Test Email Campaigns” you will also set the percentage of your total supporter list that will receive the test messages. The system defaults to 20% but you are able to increase it all the way to 100% to do a true A/B test.

Then press Send and your email campaign will run as a job. NOTE: If you need to make edits after scheduling your email or cancel it for any reason you can do so from the "Job Monitor". Further instructions are available here.